Hi. When I look at the chart comparing maximized benefits with those at full retirement income, the total benefits for spouse appear to be higher than what she will collect on her own record? If I look at her benefits schedule for full retirement age, her total lifetime benefits add up to about $781,000. But in the comparison with maximized scenario, I see the amount to be about $856,000. Can someone tell me why it’s about $75,000 more?
Hi, I have a client who is 62 and eligible for government pension. Her husband passed away last year at age 60. He worked in corporate america. So, when she gets her pension from the school district will she gets any amount of spousal benefits as a widow from what he paid into the system for over 30 plus years.
I wonder when GoWealthPro will have file & suspend strategy built into the Social Security Analysis?
What’s the most commonly used workflow in creating a financial plan? I know you can enter in this software at any point. I just want to understand what path others are following.
Does anyone know if options information automatically goes to the cash flow module?
Has anyone tried uploading/importing account positions into Wealth Planner? I tried uploading an excel file but it didn’t allow me.